对话徐直军：华为整个计算战略在五个字上

Core Viewpoint - Huawei's advancements in AI and computing capabilities, particularly through its Ascend chip series and supernode technology, position it as a strong competitor in the global AI computing landscape, despite facing challenges from U.S. sanctions and competition from companies like NVIDIA [3][4][12]. Group 1: AI and Computing Strategy - Huawei's core strategy revolves around "supernodes + clusters," which aims to provide continuous AI computing power despite limitations in chip manufacturing technology [5][10]. - The company has developed the CloudMatrix 384 supernode, which is the largest commercial supernode in China and boasts the highest effective computing power globally [9][10]. - Huawei plans to release several AI chips and computing products over the next few years, with a roadmap that includes the Ascend 950PR, 950DT, 960, and 970 series, aiming for a doubling of computing power approximately every year [13][14]. Group 2: Competitive Positioning - Huawei's Ascend 950 supernode is projected to outperform NVIDIA's upcoming NVL144 in multiple aspects, including scale, total computing power, memory capacity, and interconnect bandwidth [14][16]. - The company emphasizes that its supernode architecture is designed to break away from traditional computing frameworks, establishing a new standard for interconnected computing systems [10][12]. - Huawei's approach to innovation has been driven by necessity due to U.S. sanctions, leading to breakthroughs in its technology and architecture [8][9]. Group 3: Ecosystem and Market Dynamics - Huawei is focused on building a robust ecosystem around its hardware, with an emphasis on open-source software to attract developers and enhance hardware sales [18][19]. - The company aims to establish a self-sufficient AI ecosystem that does not rely on Western technologies, particularly CUDA, to ensure long-term sustainability and independence [19][20]. - Huawei's long-term vision includes not just chip development but also providing comprehensive system integration capabilities to foster healthy collaborations within the AI industry [20].